Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,549 | $81,446+332.9% | $103,374+241.0% | $80,874+335.9% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 8.24% | 25.57%-17.3pp | 24.89%-16.6pp | 35.62%-27.4pp |
| Employer contribution / active EE | $29,543 | $3,107+850.8% | $3,869+663.5% | $2,756+972.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,862 | $6,715+136.2% | $8,394+89.0% | $6,935+128.7% |